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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,195 | $102,382+36.0% | $147,005-5.3% | $80,874+72.1% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 14.11% | 134.89%-120.8pp | 418.76%-404.7pp | 35.62%-21.5pp |
| Employer contribution / active EE | $1,411 | $3,715-62.0% | $4,934-71.4% | $2,756-48.8% |
| Participant deferral / active EE | $8,729 | $6,646+31.3% | $8,070+8.2% | $4,297+103.1% |
| Admin fee / account holder | $14,870 | $7,942+87.2% | $13,006+14.3% | $6,935+114.4% |